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SBI Magnum Equity ESG Fund vs HSBC Business Cycles Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5605 Cr | ₹1092 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1991 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
| Turn Over | 31% | 28% |
| Expense Ratio | 1.94 | 2.28 |
| Manager | Rohit Shimpi | Venugopal Manghat |
| ISIN Code | INF200K01214 | INF917K01RF8 |
| Exits Load | SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.08% | 1.85% |
| 6 Month | 13.51% | 20.78% |
| 1 Year | -1.58% | -2.4% |
| 3 Year | 13.94% | 20.54% |
| 5 Year | 17.47% | 23.95% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.01% | 2.43% |
| 1 Year | 8.22% | 9.22% |
| 3 Year | 12.9% | 19.75% |
| 5 Year | 12.97% | 20.23% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.01% | 11.61% |
| 3 Year | 12.54% | 13.53% |
| 5 Year | 13.08% | 10.79% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.36% | 16.79% |
| Sharp | 0.56% | 0.75% |
| Beta | 0.89% | 1.11% |
| Alpha | -0.03% | 3.61% |
Fund Managers
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Venugopal Manghat |
| Total AUM | ₹15441 Cr | ₹41442 Cr |
| Funds Managed | 6 | 7 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.2 | 6.3 |
| Large Cap | 78.37 | 44.3 |
| Mid Cap | 13.02 | 9.36 |
| Small Cap | 4.41 | 40.04 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.2 | 6.3 |
| Energy | 3.47 | 5.58 |
| Industrials | 14.64 | 25.75 |
| Technology | 12.16 | 1.13 |
| Consumer Defensive | 3.22 | - |
| Basic Materials | 5.81 | 10.87 |
| Financial Services | 35.27 | 28.61 |
| Consumer Cyclical | 14.61 | 21 |
| Healthcare | 4.03 | - |
| Real Estate | 1.04 | 0.76 |
| Utilities | 1.54 | - |
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